Best Investors
Account
Sign in
Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-06-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Tacoma | WA | 08/2021 | 05/2026 |
| Jpmorgan Chase Bank | Singapore | 02/2014 | 03/2021 | |
| Jpmorgan Chase Bank, N.A. | Tacoma | WA | 04/2021 | 05/2026 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tacoma | WA | 05/2026 | Present |
I*4640267 Entity Type: Name of OBA: Bellevue Chamber of Commerce Address: bellevue, Washington, 98004 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 05/19/2025 Number of Hours: 12, Yearly Number of Hours during trading: 0, Yearly Duties: Its a 501(c)(3) , Non profit organization for business networking and community engagement. I dont have any financial responsibility as Board director Board Director My duties along with other current board of directors ( 59 now as per the website) are- set the vision , organizational oversight , strategy, committee leadership , Community representation. i attend board meetings , chamber events. Its a Non profit Organization but not a charitable 501(c)(3) non profit. Its organized as 501(c)(6) chamber of commerce , which is tax exempt non profit category used by chambers of commerce. I*4646291 Entity Type: Entity Charitable Name of OBA: TRASAL Address: seattle, Washington, 98103 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 08/20/2024 Number of Hours: 30, Yearly Number of Hours during trading: 0, Yearly Duties: TRASAL IS A 501(C)(3) CHARITABLE ORGANISATION. trasal brings together literary voices to share and their writings. Board Member , help organize literary event for the community. I am not paid any salary or have any financial role. Its a voluntary role for a non profit organization to help in the community.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-20 |
| S63 | Uniform Securities Agent State Law Examination | 2022-02-10 |
Reach out to this advisor